BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$752M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,177
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$5.52M
3
+$2.42M
4
BXSL icon
Blackstone Secured Lending
BXSL
+$1.81M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.73M

Top Sells

1
+$13M
2
+$9.85M
3
+$8.78M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.81M

Sector Composition

1 Technology 8.6%
2 Financials 5.45%
3 Healthcare 5.04%
4 Consumer Discretionary 3.9%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$10K ﹤0.01%
85
702
$10K ﹤0.01%
452
-83
703
$10K ﹤0.01%
+208
704
$10K ﹤0.01%
+204
705
$10K ﹤0.01%
+279
706
$10K ﹤0.01%
300
-300
707
$10K ﹤0.01%
210
708
$10K ﹤0.01%
47
709
$10K ﹤0.01%
532
-336
710
$10K ﹤0.01%
1,500
711
$10K ﹤0.01%
35
-40
712
$10K ﹤0.01%
140
713
$10K ﹤0.01%
224
+1
714
$10K ﹤0.01%
415
715
$10K ﹤0.01%
57
-9
716
$10K ﹤0.01%
293
717
$10K ﹤0.01%
3,846
718
$9K ﹤0.01%
50
719
$9K ﹤0.01%
+700
720
$9K ﹤0.01%
160
721
$9K ﹤0.01%
115
722
$9K ﹤0.01%
+220
723
$9K ﹤0.01%
18
724
$9K ﹤0.01%
+127
725
$9K ﹤0.01%
175
27 28
29
30 31